Perella Weinberg Announces Partner Promotions

Rhea-AI Summary

Perella Weinberg Partners (NASDAQ:PWP) has announced the promotion of six Managing Directors to Partners of the Firm. The promotions span across key sectors including healthcare, energy, technology, and financial services, strengthening the firm's global presence in New York, Houston, San Francisco, Munich, and London.

The newly promoted partners include MK Alisdairi (Healthcare), Jake Boos and Eric Marshall (Energy), Jim Buckley (Technology), Holger Schmidt (Financial Services), and Klaus Wülfing (DACH region). These professionals bring significant experience ranging from 15 to 25 years in investment banking.

NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (NASDAQ:PWP), a leading global independent advisory firm, today announced the promotion of six Managing Directors to Partners of the Firm.

• MK Alisdairi – Healthcare, New York
• Jake Boos – Energy, Houston
• Jim Buckley – Technology, San Francisco
• Eric Marshall – Energy, Houston
• Holger Schmidt – Financial Services, Munich and London
• Klaus Wülfing – DACH, London

“We are pleased to announce the promotion of these exceptional bankers to Partner. Each has played a critical role in helping build our business, deepen our client relationships, and mentor the next generation of talent,” said Andrew Bednar, Chief Executive Officer. “Their promotions reflect not just their individual achievements, but the values that define Perella Weinberg. As Partners, they will continue to deliver for our clients, help drive our growth and shape the future of our Firm.”

Biographies

MK Alisdairi advises clients in the healthcare sector, with a focus on tools and diagnostics.

He has more than 20 years of investment banking experience and joined Perella Weinberg at its inception in 2006.

Mr. Alisdairi received a Bachelor of Science in Electrical Engineering from Bucknell University and a Master of Science from Columbia University.

Jake Boos advises clients in the energy sector.

He has 15 years of investment banking experience and started his career as an analyst at TPH&Co. in 2011.

Mr. Boos received a Bachelor of Science in Finance from Louisiana State University.

Jim Buckley advises clients in the technology sector, with a focus on vertical software and consumer internet.

He has over 15 years of investment banking experience and joined Perella Weinberg in 2015.

Mr. Buckley received a Bachelor of Arts in Finance from Georgetown University and a Master of Business Administration from the UCLA Anderson School of Management.

Eric Marshall advises clients in the energy sector.

He has 15 years of investment banking experience and started his career as an analyst at TPH&Co in 2011.

Mr. Marshall received a Bachelor in Business Administration and a Master in Business Administration from Texas Christian University.

Holger Schmidt advises clients across Europe in the Financial Services sector.

He has more than 15 years of investment banking experience and joined Perella Weinberg in 2024.

Mr. Schmidt received a Bachelor in Business Administration from the University of Bayreuth and a Master in Finance from HHL Leipzig Graduate School of Management.

Klaus Wülfing advises clients across the DACH region, primarily in the industrials sector.

He has more than 25 years of investment banking experience and joined Perella Weinberg in 2007.

Mr. Wülfing received the degree of Diplom-Kaufmann from WHU – Otto Beisheim School of Management after studies at WHU, London Business School and Université Catholique de Louvain.

About Perella Weinberg

Perella Weinberg is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, financial sponsors, governments, and sovereign wealth funds. The Firm offers a wide range of advisory services to clients in some of the most active industry sectors and global markets. With approximately 700 employees, Perella Weinberg currently maintains offices in New York, London, Houston, Los Angeles, San Francisco, Paris, Chicago, Munich, Denver, and Calgary.

Contacts
For Perella Weinberg Investor Relations: investors@pwpartners.com
For Perella Weinberg Media: media@pwpartners.com

FAQ

Who are the newly promoted partners at Perella Weinberg (PWP) in 2025?

The six newly promoted partners are MK Alisdairi (Healthcare), Jake Boos (Energy), Jim Buckley (Technology), Eric Marshall (Energy), Holger Schmidt (Financial Services), and Klaus Wülfing (DACH region).

What sectors do PWP's new partners specialize in?

The new partners specialize in healthcare (tools and diagnostics), energy, technology (vertical software and consumer internet), financial services, and industrials across the DACH region.

How much experience do the new Perella Weinberg partners have?

The new partners bring significant experience ranging from 15 to 25 years in investment banking, with Klaus Wülfing having the most experience at over 25 years.

Where are PWP's new partners located?

The new partners are based across global offices including New York (Alisdairi), Houston (Boos and Marshall), San Francisco (Buckley), and Munich/London (Schmidt and Wülfing).